Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$39.9M
3
+$25.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$22.7M

Top Sells

1
+$28M
2
+$22.4M
3
+$16.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.5M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.4M

Sector Composition

1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.68%
4 Communication Services 3.05%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XCEM icon
1851
Columbia EM Core ex-China ETF
XCEM
$1.26B
$1.29M ﹤0.01%
35,593
+25,689
CFO icon
1852
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$409M
$1.29M ﹤0.01%
17,472
-134
DWM icon
1853
WisdomTree International Equity Fund
DWM
$622M
$1.29M ﹤0.01%
19,451
+705
DTCR icon
1854
Global X Data Center & Digital Infrastructure ETF
DTCR
$629M
$1.29M ﹤0.01%
62,878
+15,644
KIM icon
1855
Kimco Realty
KIM
$13.8B
$1.29M ﹤0.01%
58,903
+18,191
FDS icon
1856
Factset
FDS
$10.4B
$1.29M ﹤0.01%
4,487
+847
RIOT icon
1857
Riot Platforms
RIOT
$5.75B
$1.28M ﹤0.01%
67,510
+23,071
HYMB icon
1858
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
$1.28M ﹤0.01%
51,478
+17,583
AIG icon
1859
American International
AIG
$41.5B
$1.28M ﹤0.01%
16,326
+41
SQEW
1860
DELISTED
LeaderShares Equity Skew ETF
SQEW
$1.28M ﹤0.01%
35,605
+1,136
ARTY
1861
iShares Future AI & Tech ETF
ARTY
$2B
$1.28M ﹤0.01%
27,876
+1,950
XPND icon
1862
First Trust Expanded Technology ETF
XPND
$36.3M
$1.27M ﹤0.01%
35,128
+258
EMN icon
1863
Eastman Chemical
EMN
$7.05B
$1.27M ﹤0.01%
20,166
+1,622
QMFE
1864
FT Vest Nasdaq-100 Moderate Buffer ETF - February
QMFE
$40.9M
$1.27M ﹤0.01%
58,497
+1,421
FINX icon
1865
Global X FinTech ETF
FINX
$264M
$1.27M ﹤0.01%
37,775
-4,469
EVTR icon
1866
Eaton Vance Total Return Bond ETF
EVTR
$3.94B
$1.27M ﹤0.01%
24,600
+5,530
AHLT icon
1867
American Beacon AHL Trend ETF
AHLT
$52.2M
$1.26M ﹤0.01%
51,913
-639
STT icon
1868
State Street
STT
$33.7B
$1.26M ﹤0.01%
10,870
+1,749
TPL icon
1869
Texas Pacific Land
TPL
$21.1B
$1.26M ﹤0.01%
1,350
-311
WAB icon
1870
Wabtec
WAB
$36.5B
$1.26M ﹤0.01%
6,281
-663
BUYW icon
1871
Main BuyWrite ETF
BUYW
$954M
$1.26M ﹤0.01%
88,534
+40,011
NTAP icon
1872
NetApp
NTAP
$22.7B
$1.25M ﹤0.01%
10,591
-56
FTSD icon
1873
Franklin Short Duration US Government ETF
FTSD
$259M
$1.25M ﹤0.01%
13,767
+2,291
IVLU icon
1874
iShares MSCI Intl Value Factor ETF
IVLU
$2.92B
$1.25M ﹤0.01%
35,304
+6,981
ACTV
1875
DELISTED
LeaderShares Activist Leaders ETF
ACTV
$1.25M ﹤0.01%
37,006
+592
73 74
75
76 77